Planning For A Secure Future
Creating a last will and testament is the first method that many people think of for passing on an estate to selected beneficiaries. While this is a popular way of transferring one's wealth to the next generation, it is not the only option. Another route to take is...
You understandably want to make sure your loved ones are taken care of when you're gone. To do that, as part of your estate planning in California, you should include a will. A pour-over will might be the right option. You should know what this is and when you need...
A revocable living trust is one of many tools that may allow you to meet your estate planning goals. One of the primary benefits of this tool is that you may be able to shield assets from being seized in a divorce or by a creditor. Furthermore, it allows you to...
When people in San Marino, California, plan their estate, they might think that wills are the only available tools for dividing assets. However, trusts are another tool they can use to control where their assets go, even before death. While there are several types of...
Estate planning can be scary because it involves planning for your own death. No one wants to think about the inevitable, but doing so early can save your family time, money and grief down the line. There are several different options for estate planning. The two most...
A well-designed estate plan should be clear enough to prevent an estate from having to go to probate court. Unfortunately, even the best estate plan can result in legal challenges during probate. Under California law, there are some circumstances in which an estate...
Power of attorney documents are an important consideration when making an estate plan in California. If someone is unable to manage their affairs temporarily or permanently, power of attorney allows another designated person to make financial or medical decisions for...
When someone passes away, questions arise about how to handle the estate's affairs. Sometimes, probate becomes necessary, and other times, it does not. Opening an estate in California may be unavoidable when attempting to distribute certain assets. Even when some...
A holographic will is a will that has been handwritten by the testator, or the person giving the last will and testament. These documents are handwritten in their entirety, and they differ from traditional wills in the fact that a lawyer did not prepare it. There...
When you think about your California estate plan, you may know that you need to discuss how your money, investments and property will be disbursed among your loved ones. You may consider family heirlooms, artworks or small items that have little financial value but...